Mtg: Richard Dasher + Dustin J Ross

Attendees: Dustin J Ross, Richard Dasher, Bliss Perry Date: November 14, 2025 Type: Advisor Meeting

Summary

Richard’s Background & Expertise

  • Interdisciplinary path: Music conservatory → Linguistics PhD → State Department (Japan/Korea programs) → Japanese entertainment business → Stanford since 1993
  • Runs US-Asia Technology Management Center at Stanford
    • 18 member companies (16 Japanese, 2 Korean)
    • Hosts 11 visiting scholars annually
    • Industry-funded since ~2000 after government cuts
  • Partner in Tokyo-based VC firm investing in Japanese startups going global
  • Key insight: Better to approach technology from outside than pure tech background

Technology Investment Opportunities

  • Quantum computing showing strong VC momentum over 7-8 years
    • Japanese company Bloq (BLOCQ) using quantum to recover lost Bitcoin keys
    • Risk: First customers likely intelligence agencies for encryption breaking
  • Robotics/AI manufacturing
    • Integral AI (Tokyo) - AI agent designing robots that can 3D print other robots
    • Figure AI - humanoid robotics with significant recent funding
    • Boston Scientific developments worth monitoring
  • Dustin’s modular construction focus aligns well with robotics manufacturing trends
    • Ukrainian hospital project using Japanese robotic arms for prefab construction
    • Architect claims better facade control than traditional building

US Competitiveness Analysis

  • Core problem: Acting with unipolar mentality in multipolar world
  • Energy policy example: US polarized either/or approach vs China’s pragmatic “maximize supply” strategy
  • Need new capitalism model beyond pure economic growth metrics
    • Must include societal impact, sustainability, competitiveness measures
    • Richard co-taught “Rebalancing Economic Systems” course with Delhi competitiveness expert
  • Critical materials dependency: 90% pharmaceutical precursors from China, defense supply chain vulnerabilities

Japan Trip Planning (Dec 13 - Jan 4)

  • Country shuts down for 5-day New Year holiday
  • Christmas not celebrated, but year-end parties common
  • Richard will provide recommendations for:
    • Personal travel (restaurants, activities)
    • Deep tech/robotics company visits
    • Business connections

Company Recommendations & Contacts

  • Richard will send slides from “Rebalancing Economic Systems” class
  • Direct Relief connections for Ukraine medical equipment sourcing
  • Stanford Medical System already provided $150,000 for hospital project
  • Hospital systems best source for equipment recycling/upcycling
  • Olympus and similar companies should be engaged for equipment donations

Next Steps

  • Follow-up meeting: Tuesday, December 2nd at 2:00 PM (same location)
  • Richard to send course materials and Japan recommendations
  • Dustin to send Ukraine organization details for Richard’s potential support
  • Explore quantum computing discussion with Mickey Malka breakfast contact
  • Continue strategic discussion on US competitiveness framework